
The US Economy and Trump Administration Policy with Apollo's Torsten Slok
Masters in Business
Navigating Market Risks and Diversification
This chapter examines the high CAPE ratio and the concentration of tech stock returns, particularly focusing on NVIDIA, prompting concerns over undiversified investments. It advocates for a diversified approach to investing, such as in the S&P 400, to mitigate risks associated with current high valuations in the equity markets.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.